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Freedman Financial Associates’s Wheaton Precious Metals WPM Stock Holding History

Freedman Financial Associates’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-130
Closed -$6K – 490
2021
Q2 		$6K Buy
+130
New +$5.78K ﹤0.01% 386

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Freedman Financial Associates's WPM Position: Q3 2021 in Review

Freedman Financial Associates sold out of Wheaton Precious Metals (WPM) in Q3 2021, closing a stake of 130 shares — an estimated $6K sold.

Freedman Financial Associates first reported a position in WPM in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 471 funds tracked by Wall St. Rank hold WPM as of Q3 2021.

  • Freedman Financial Associates reported no remaining Wheaton Precious Metals position as of Q3 2021 after selling out during the quarter.
  • Freedman Financial Associates sold 130 Wheaton Precious Metals shares in Q3 2021, an estimated $6K.
  • Freedman Financial Associates first reported a position in Wheaton Precious Metals in Q2 2021 and held it in 1 quarter.
  • Freedman Financial Associates's Wheaton Precious Metals position peaked at $6K in Q2 2021.
  • 471 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2021.

Based on Freedman Financial Associates's 13F filing for Q3 2021, filed 8 Oct 2021.